See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA INSURANCE FINANCIAL SERVICES Service code 16 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Consulting | $12,548 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,032 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,319 | $57,096+26.7% | $94,224-23.2% | $55,191+31.0% |
| Participation rate | 70.2% | 75.7%-5.4pp | 78.8%-8.5pp | 69.2%+1.1pp |
| Annual return | -0.51% | 159.65%-160.2pp | 10.68%-11.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,853 | $1,708+8.5% | $3,587-48.3% | $1,899-2.4% |
| Participant deferral / active EE | $1,082 | $3,165-65.8% | $4,320-75.0% | $3,046-64.5% |
| Admin fee / account holder | $41 | $89-54.5% | $6,269-99.4% | $91-55.3% |